FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 15.28%
This Quarter Est. Return
1 Year Est. Return
+15.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.69B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$3.73M
3
+$3.6M
4
CNI icon
Canadian National Railway
CNI
+$2.87M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.84M

Top Sells

1
+$10.5M
2
+$6.62M
3
+$5.5M
4
NVST icon
Envista
NVST
+$5.01M
5
CAT icon
Caterpillar
CAT
+$3.5M

Sector Composition

1 Industrials 17.27%
2 Technology 16.68%
3 Financials 9.61%
4 Healthcare 8.02%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$286K 0.01%
+1,506
352
$284K 0.01%
4,133
353
$284K 0.01%
+4,710
354
$283K 0.01%
+3,893
355
$282K 0.01%
3,017
-2
356
$282K 0.01%
3,235
+268
357
$280K 0.01%
4,000
-10
358
$275K 0.01%
7,065
+686
359
$275K 0.01%
2,847
+50
360
$268K 0.01%
177
+47
361
$267K 0.01%
+7,391
362
$267K 0.01%
1,396
363
$263K 0.01%
3,375
-401
364
$262K 0.01%
1,678
-34
365
$256K 0.01%
10,396
366
$255K 0.01%
+4,464
367
$249K 0.01%
+6,773
368
$249K 0.01%
2,070
369
$248K 0.01%
+344
370
$248K 0.01%
+4,283
371
$248K 0.01%
+4,202
372
$245K 0.01%
983
-277
373
$242K 0.01%
832
-62
374
$242K 0.01%
1,836
375
$241K 0.01%
+485
13 14
15
16 17